It is about a year and half since we first met and discussed about Mutual Fund investment. This one and half year had been very difficult period for the stock market, which directly impact Mutual Fund schemes. Few developments which instantly affected the market were actually beyond the comprehension of financial advisors not in Mumbai / India alone but on global basis. In spite of this the overall return of my portfolio is moderately good under the circumstances.
What I observed and liked about Wealthcare Investments is that you tried to understand my investment philosophy and suggested the schemes accordingly instead of random suggestions. This is a honest approach which client like me having limited knowledge of market can trust upon.

Your suggestion from time to time to get away from some schemes because of the change in schemes investment philosophy was in my opinion, is highly professional. I observe you have good contacts in the industry to know the things in advance which could be handy for investment decisions.

Your methodical approach in carrying out portfolio analysis every month and informing clients regularly is a transparent mechanism, giving the client opportunity to make informed decision for changes if required. 

Having sailed together through bad market time, I am hoping and believe you will help me in getting better return in incoming good / normal market condition.